roadmap #13: relatorios export PDF + Excel + CSV

ROADMAP item #1.3 #13. exceljs e jspdf ja estavam no package.json
mas as paginas de relatorio so renderizavam UI — zero export.

src/services/reportExport.service.js (novo) com 3 funcoes:
- exportSessionsToPDF: layout HTML→PDF via pdf.service.js (header
  com branding tenant, KPI grid, tabela A4 com striping)
- exportSessionsToXLSX: ExcelJS workbook formatado (titulo + subtitle
  + KPIs inline + tabela com header escuro + alternating row + frozen
  header). Import dinamico — exceljs e pesado, so carrega no click.
- exportSessionsToCSV: vanilla (sem deps) com BOM UTF-8 + separador
  ';' (Excel-friendly em pt-BR)

3 botoes em ambas paginas:
- RelatoriosPage.vue (/therapist/relatorios): icones pi-file-pdf +
  pi-file-excel + pi-table no header (rounded), tooltip, disabled
  quando total=0 ou loading, toast de sucesso/erro
- MelissaRelatorios.vue (Melissa secao): mesma logica, botoes nativos
  .mr-head-btn no padrao Melissa

Filtro de status da tabela e respeitado no export (exporta o que
o usuario esta vendo). KPIs incluidos no PDF e XLSX.

§1.3 UX = 3/4 fechado: #10 (busca global) + #11 (recently viewed) +
#13 (relatorios export). #12 (papel timbrado) bloqueado em codigo
externo do UniaoApp.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Leonardo
2026-05-21 05:21:36 -03:00
parent 2dae4a11ae
commit b1e8e010c0
3 changed files with 464 additions and 1 deletions
+87
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@@ -12,12 +12,15 @@
* isoWeek/isoMonth + Chart.js).
*/
import { ref, computed, watch, onMounted, onBeforeUnmount } from 'vue';
import { useToast } from 'primevue/usetoast';
import { supabase } from '@/lib/supabase/client';
import { useTenantStore } from '@/stores/tenantStore';
import { exportSessionsToPDF, exportSessionsToXLSX, exportSessionsToCSV } from '@/services/reportExport.service';
// Chart/DataTable/Column/Tag/Skeleton: auto via PrimeVueResolver
const emit = defineEmits(['close']);
const tenantStore = useTenantStore();
const toast = useToast();
// ── Breakpoints + drawer mobile ────────────────────────
const drawerOpen = ref(false);
@@ -251,6 +254,66 @@ function patientName(s) {
return s.patients?.nome_completo || '—';
}
// ── Export PDF / Excel / CSV ──────────────────────────
const exportingPdf = ref(false);
const exportingXlsx = ref(false);
function buildExportParams() {
const period = PERIOD_OPTIONS.find(p => p.key === selectedPeriod.value)?.label || '';
const normalized = sessionsFiltradas.value.map(s => ({
...s,
paciente_nome: s.patients?.nome_completo || '—'
}));
return {
title: 'Relatório de Sessões',
subtitle: period,
sessions: normalized,
kpis: [
{ label: 'Total', value: total.value },
{ label: 'Realizadas', value: realizadas.value },
{ label: 'Faltas', value: faltas.value },
{ label: 'Canceladas', value: canceladas.value }
],
tenantName: tenantStore.activeTenantName || tenantStore.tenant?.name || '',
terapeutaNome: tenantStore.user?.full_name || tenantStore.user?.email || ''
};
}
async function exportPdf() {
if (exportingPdf.value) return;
exportingPdf.value = true;
try {
const file = await exportSessionsToPDF(buildExportParams());
toast.add({ severity: 'success', summary: 'PDF gerado', detail: file, life: 2500 });
} catch (e) {
toast.add({ severity: 'error', summary: 'Erro ao gerar PDF', detail: e?.message || '', life: 4500 });
} finally {
exportingPdf.value = false;
}
}
async function exportXlsx() {
if (exportingXlsx.value) return;
exportingXlsx.value = true;
try {
const file = await exportSessionsToXLSX(buildExportParams());
toast.add({ severity: 'success', summary: 'Excel gerado', detail: file, life: 2500 });
} catch (e) {
toast.add({ severity: 'error', summary: 'Erro ao gerar Excel', detail: e?.message || '', life: 4500 });
} finally {
exportingXlsx.value = false;
}
}
function exportCsv() {
try {
const file = exportSessionsToCSV(buildExportParams());
toast.add({ severity: 'success', summary: 'CSV gerado', detail: file, life: 2500 });
} catch (e) {
toast.add({ severity: 'error', summary: 'Erro ao gerar CSV', detail: e?.message || '', life: 4500 });
}
}
watch(selectedPeriod, () => {
statusFilter.value = null;
loadSessions();
@@ -308,6 +371,30 @@ onBeforeUnmount(() => {
<span class="mr-page__count">{{ periodLabel }}</span>
</div>
<div class="mr-page__actions">
<button
class="mr-head-btn"
v-tooltip.bottom="'Exportar PDF'"
:disabled="exportingPdf || loading || total === 0"
@click="exportPdf"
>
<i :class="exportingPdf ? 'pi pi-spin pi-spinner' : 'pi pi-file-pdf'" />
</button>
<button
class="mr-head-btn"
v-tooltip.bottom="'Exportar Excel (.xlsx)'"
:disabled="exportingXlsx || loading || total === 0"
@click="exportXlsx"
>
<i :class="exportingXlsx ? 'pi pi-spin pi-spinner' : 'pi pi-file-excel'" />
</button>
<button
class="mr-head-btn"
v-tooltip.bottom="'Exportar CSV'"
:disabled="loading || total === 0"
@click="exportCsv"
>
<i class="pi pi-table" />
</button>
<button
class="mr-head-btn"
v-tooltip.bottom="'Recarregar'"
+281
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@@ -0,0 +1,281 @@
/*
|--------------------------------------------------------------------------
| Agência PSI
|--------------------------------------------------------------------------
| Arquivo: src/services/reportExport.service.js
|
| Export de relatórios em PDF (via pdf.service) e Excel (.xlsx via exceljs).
| Foco em sessões da agenda — o relatório principal do MVP.
|
| Outros relatórios (financeiro, evolução por escala etc) podem reusar
| as mesmas helpers genéricas (buildSheetFromRows, buildPdfHtml).
|--------------------------------------------------------------------------
*/
import { htmlToPdfDownload } from '@/services/pdf.service';
const STATUS_LABEL = {
agendado: 'Agendado',
realizado: 'Realizado',
faltou: 'Faltou',
cancelado: 'Cancelado',
remarcado: 'Remarcado'
};
function fmtDateTime(iso) {
if (!iso) return '';
const d = new Date(iso);
return d.toLocaleDateString('pt-BR') + ' ' + d.toLocaleTimeString('pt-BR', { hour: '2-digit', minute: '2-digit' });
}
function fmtDate(iso) {
if (!iso) return '';
const d = new Date(iso);
return d.toLocaleDateString('pt-BR');
}
function escapeHtml(s) {
return String(s ?? '').replace(/[&<>"']/g, (c) => ({
'&': '&amp;',
'<': '&lt;',
'>': '&gt;',
'"': '&quot;',
"'": '&#39;'
}[c]));
}
function safeFilename(base, ext) {
const slug = String(base || 'relatorio')
.normalize('NFD').replace(/[̀-ͯ]/g, '')
.replace(/[^a-zA-Z0-9_-]/g, '_').replace(/_+/g, '_');
const ts = new Date().toISOString().slice(0, 10).replace(/-/g, '');
return `${slug}_${ts}.${ext}`;
}
// ── PDF ───────────────────────────────────────────────────────────────────
/**
* Gera PDF do relatório de sessões. Layout simples: header + KPIs + tabela.
*
* @param {object} params
* @param {string} params.title Ex: "Relatório de Sessões"
* @param {string} params.subtitle Ex: "Outubro/2026" — qualquer texto
* @param {Array} params.sessions Lista normalizada (paciente_nome, inicio_em, status, modalidade, tipo)
* @param {Array} params.kpis [{ label, value }] — opcional
* @param {string} params.tenantName Nome da clínica (cabeçalho)
* @param {string} params.terapeutaNome Nome do terapeuta (subtitle)
*/
export async function exportSessionsToPDF({ title = 'Relatório de Sessões', subtitle = '', sessions = [], kpis = [], tenantName = '', terapeutaNome = '' } = {}) {
const rows = sessions.map(s => `
<tr>
<td>${fmtDateTime(s.inicio_em)}</td>
<td>${escapeHtml(s.paciente_nome || s.patients?.nome_completo || '—')}</td>
<td>${escapeHtml(STATUS_LABEL[s.status] || s.status || 'Agendado')}</td>
<td>${escapeHtml(s.modalidade || '—')}</td>
<td>${escapeHtml(s.tipo || s.titulo || '—')}</td>
</tr>
`).join('');
const kpiHtml = kpis.length ? `
<table class="kpi-grid">
<tr>
${kpis.map(k => `
<td>
<div class="kpi-label">${escapeHtml(k.label)}</div>
<div class="kpi-value">${escapeHtml(String(k.value ?? '—'))}</div>
</td>
`).join('')}
</tr>
</table>
` : '';
const html = `
<!DOCTYPE html>
<html lang="pt-BR" style="color-scheme:light;">
<head>
<meta charset="UTF-8">
<style>
@page { size: A4; margin: 18mm 12mm; }
body { font-family: 'Segoe UI', Arial, sans-serif; font-size: 11pt; color: #1a1a1a; }
h1 { font-size: 18pt; margin: 0 0 4px; }
h2 { font-size: 12pt; margin: 0 0 16px; color: #4b5563; font-weight: 500; }
.header { border-bottom: 2px solid #1d4ed8; padding-bottom: 10px; margin-bottom: 20px; }
.header__brand { font-size: 10pt; color: #6b7280; margin-bottom: 4px; }
.kpi-grid { width: 100%; border-collapse: collapse; margin-bottom: 22px; }
.kpi-grid td { background: #f3f4f6; border: 1px solid #e5e7eb; padding: 10px 12px; text-align: center; width: ${Math.floor(100 / Math.max(kpis.length, 1))}%; }
.kpi-label { font-size: 9pt; color: #6b7280; text-transform: uppercase; letter-spacing: 0.04em; }
.kpi-value { font-size: 16pt; font-weight: 700; color: #1d4ed8; margin-top: 4px; }
table.data { width: 100%; border-collapse: collapse; font-size: 10pt; }
table.data th { background: #1e293b; color: white; padding: 8px 10px; text-align: left; font-weight: 600; font-size: 9pt; text-transform: uppercase; letter-spacing: 0.02em; }
table.data td { border-bottom: 1px solid #e5e7eb; padding: 7px 10px; vertical-align: top; }
table.data tr:nth-child(even) td { background: #f9fafb; }
.footer { margin-top: 24px; font-size: 9pt; color: #9ca3af; text-align: center; border-top: 1px solid #e5e7eb; padding-top: 8px; }
.empty { text-align: center; padding: 40px 0; color: #9ca3af; font-style: italic; }
</style>
</head>
<body>
<div class="header">
<div class="header__brand">${escapeHtml(tenantName)}${terapeutaNome ? ' · ' + escapeHtml(terapeutaNome) : ''}</div>
<h1>${escapeHtml(title)}</h1>
${subtitle ? `<h2>${escapeHtml(subtitle)}</h2>` : ''}
</div>
${kpiHtml}
${sessions.length === 0
? '<div class="empty">Nenhuma sessão encontrada no período selecionado.</div>'
: `<table class="data">
<thead>
<tr>
<th style="width: 140px;">Data/hora</th>
<th>Paciente</th>
<th style="width: 100px;">Status</th>
<th style="width: 90px;">Modalidade</th>
<th style="width: 100px;">Tipo</th>
</tr>
</thead>
<tbody>${rows}</tbody>
</table>`}
<div class="footer">
Gerado por AgênciaPSI em ${fmtDate(new Date().toISOString())} · ${sessions.length} sessão(ões)
</div>
</body>
</html>`.trim();
const filename = safeFilename(title, 'pdf');
await htmlToPdfDownload(html, filename);
return filename;
}
// ── Excel (.xlsx via exceljs) ─────────────────────────────────────────────
/**
* Gera planilha .xlsx do relatório de sessões.
* Cabeçalhos formatados, larguras de coluna razoáveis, 1 worksheet "Sessões".
*/
export async function exportSessionsToXLSX({ title = 'Relatorio_Sessoes', subtitle = '', sessions = [], kpis = [], tenantName = '' } = {}) {
// Import dinâmico — exceljs é pesado, só carrega quando user clicar export
const ExcelJSModule = await import('exceljs');
const ExcelJS = ExcelJSModule.default || ExcelJSModule;
const wb = new ExcelJS.Workbook();
wb.creator = tenantName || 'AgênciaPSI';
wb.created = new Date();
const ws = wb.addWorksheet('Sessões', {
properties: { tabColor: { argb: 'FF1D4ED8' } },
views: [{ state: 'frozen', ySplit: 4 }]
});
// Header da planilha (linhas 1-3): título + subtitle + KPIs
ws.mergeCells('A1:E1');
const titleCell = ws.getCell('A1');
titleCell.value = title;
titleCell.font = { size: 16, bold: true, color: { argb: 'FF1D4ED8' } };
titleCell.alignment = { vertical: 'middle', horizontal: 'left' };
ws.getRow(1).height = 24;
if (subtitle) {
ws.mergeCells('A2:E2');
const subCell = ws.getCell('A2');
subCell.value = subtitle;
subCell.font = { size: 11, color: { argb: 'FF6B7280' } };
ws.getRow(2).height = 18;
}
if (kpis.length) {
ws.mergeCells('A3:E3');
const kpiCell = ws.getCell('A3');
kpiCell.value = kpis.map(k => `${k.label}: ${k.value}`).join(' · ');
kpiCell.font = { size: 10, italic: true, color: { argb: 'FF374151' } };
ws.getRow(3).height = 18;
}
// Header da tabela (linha 4)
const headerRow = ws.getRow(4);
headerRow.values = ['Data/hora', 'Paciente', 'Status', 'Modalidade', 'Tipo'];
headerRow.eachCell((cell) => {
cell.font = { bold: true, color: { argb: 'FFFFFFFF' }, size: 10 };
cell.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FF1E293B' } };
cell.alignment = { vertical: 'middle', horizontal: 'left' };
cell.border = { top: { style: 'thin' }, bottom: { style: 'thin' } };
});
headerRow.height = 20;
// Larguras (em "characters" do Excel)
ws.columns = [
{ width: 20 },
{ width: 32 },
{ width: 14 },
{ width: 14 },
{ width: 16 }
];
// Linhas de dados
sessions.forEach((s, idx) => {
const r = ws.addRow([
fmtDateTime(s.inicio_em),
s.paciente_nome || s.patients?.nome_completo || '—',
STATUS_LABEL[s.status] || s.status || 'Agendado',
s.modalidade || '—',
s.tipo || s.titulo || '—'
]);
if (idx % 2 === 1) {
r.eachCell((cell) => {
cell.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FFF9FAFB' } };
});
}
});
// Footer numa célula isolada
const lastRow = ws.lastRow.number + 2;
ws.mergeCells(`A${lastRow}:E${lastRow}`);
const footerCell = ws.getCell(`A${lastRow}`);
footerCell.value = `Gerado em ${fmtDate(new Date().toISOString())} · ${sessions.length} registro(s)`;
footerCell.font = { size: 9, italic: true, color: { argb: 'FF9CA3AF' } };
// Download via blob
const buf = await wb.xlsx.writeBuffer();
const blob = new Blob([buf], { type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet' });
const filename = safeFilename(title, 'xlsx');
const a = document.createElement('a');
a.href = URL.createObjectURL(blob);
a.download = filename;
document.body.appendChild(a);
a.click();
document.body.removeChild(a);
setTimeout(() => URL.revokeObjectURL(a.href), 5000);
return filename;
}
// ── CSV fallback (vanilla, sem deps) ──────────────────────────────────────
export function exportSessionsToCSV({ title = 'Relatorio_Sessoes', sessions = [] } = {}) {
const csvEscape = (v) => {
const s = String(v ?? '');
if (/[",\n;]/.test(s)) return `"${s.replace(/"/g, '""')}"`;
return s;
};
const headers = ['Data/hora', 'Paciente', 'Status', 'Modalidade', 'Tipo'];
const rows = sessions.map(s => [
fmtDateTime(s.inicio_em),
s.paciente_nome || s.patients?.nome_completo || '',
STATUS_LABEL[s.status] || s.status || 'Agendado',
s.modalidade || '',
s.tipo || s.titulo || ''
]);
const csv = [headers, ...rows].map(r => r.map(csvEscape).join(';')).join('\r\n');
const blob = new Blob(['' + csv], { type: 'text/csv;charset=utf-8' });
const filename = safeFilename(title, 'csv');
const a = document.createElement('a');
a.href = URL.createObjectURL(blob);
a.download = filename;
document.body.appendChild(a);
a.click();
document.body.removeChild(a);
setTimeout(() => URL.revokeObjectURL(a.href), 5000);
return filename;
}
+96 -1
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@@ -16,9 +16,13 @@
-->
<script setup>
import { ref, computed, watch, onMounted } from 'vue';
import { useToast } from 'primevue/usetoast';
import { supabase } from '@/lib/supabase/client';
import { useTenantStore } from '@/stores/tenantStore';
import { useLayout } from '@/layout/composables/layout';
import { exportSessionsToPDF, exportSessionsToXLSX, exportSessionsToCSV } from '@/services/reportExport.service';
const toast = useToast();
const { layoutConfig, isDarkTheme } = useLayout();
const tenantStore = useTenantStore();
@@ -227,6 +231,68 @@ function patientName(s) {
return s.patients?.nome_completo || '—';
}
// ── Export PDF / Excel / CSV ──────────────────────────────
const exportingPdf = ref(false);
const exportingXlsx = ref(false);
function buildExportParams() {
const period = PERIODS.find(p => p.value === selectedPeriod.value)?.label || '';
// Normaliza patients.nome_completo pra paciente_nome (RelatoriosPage usa nested patients(...))
const normalized = sessionsFiltradas.value.map(s => ({
...s,
paciente_nome: s.patients?.nome_completo || '—'
}));
return {
title: 'Relatório de Sessões',
subtitle: period,
sessions: normalized,
kpis: [
{ label: 'Total', value: total.value },
{ label: 'Realizadas', value: realizadas.value },
{ label: 'Faltas', value: faltas.value },
{ label: 'Canceladas', value: canceladas.value },
{ label: 'Taxa', value: taxaRealizacao.value != null ? `${taxaRealizacao.value}%` : '—' }
],
tenantName: tenantStore.activeTenantName || tenantStore.tenant?.name || '',
terapeutaNome: tenantStore.user?.full_name || tenantStore.user?.email || ''
};
}
async function exportPdf() {
if (exportingPdf.value) return;
exportingPdf.value = true;
try {
const file = await exportSessionsToPDF(buildExportParams());
toast.add({ severity: 'success', summary: 'PDF gerado', detail: file, life: 2500 });
} catch (e) {
toast.add({ severity: 'error', summary: 'Erro ao gerar PDF', detail: e?.message || '', life: 4500 });
} finally {
exportingPdf.value = false;
}
}
async function exportXlsx() {
if (exportingXlsx.value) return;
exportingXlsx.value = true;
try {
const file = await exportSessionsToXLSX(buildExportParams());
toast.add({ severity: 'success', summary: 'Excel gerado', detail: file, life: 2500 });
} catch (e) {
toast.add({ severity: 'error', summary: 'Erro ao gerar Excel', detail: e?.message || '', life: 4500 });
} finally {
exportingXlsx.value = false;
}
}
function exportCsv() {
try {
const file = exportSessionsToCSV(buildExportParams());
toast.add({ severity: 'success', summary: 'CSV gerado', detail: file, life: 2500 });
} catch (e) {
toast.add({ severity: 'error', summary: 'Erro ao gerar CSV', detail: e?.message || '', life: 4500 });
}
}
// ── Watch & mount ─────────────────────────────────────────
watch(selectedPeriod, () => {
filtroTabela.value = null;
@@ -270,8 +336,37 @@ onMounted(loadSessions);
<SelectButton v-model="selectedPeriod" :options="PERIODS" option-label="label" option-value="value" :allow-empty="false" size="small" />
</div>
<!-- Refresh -->
<!-- Refresh + Exports -->
<div class="flex items-center gap-1.5 shrink-0 ml-auto">
<Button
icon="pi pi-file-pdf"
severity="secondary"
outlined
class="h-9 w-9 rounded-full"
:loading="exportingPdf"
:disabled="!hasLoaded || loading || total === 0"
v-tooltip.bottom="'Exportar PDF'"
@click="exportPdf"
/>
<Button
icon="pi pi-file-excel"
severity="secondary"
outlined
class="h-9 w-9 rounded-full"
:loading="exportingXlsx"
:disabled="!hasLoaded || loading || total === 0"
v-tooltip.bottom="'Exportar Excel (.xlsx)'"
@click="exportXlsx"
/>
<Button
icon="pi pi-table"
severity="secondary"
outlined
class="h-9 w-9 rounded-full"
:disabled="!hasLoaded || loading || total === 0"
v-tooltip.bottom="'Exportar CSV'"
@click="exportCsv"
/>
<Button icon="pi pi-refresh" severity="secondary" outlined class="h-9 w-9 rounded-full" :loading="loading" title="Recarregar" @click="loadSessions" />
</div>
</div>